TaxFolder Update (January 17, 2024)

On January 17, 2024, we deployed an update to TaxFolder that includes several improvements and fixes.


  • Added French language support for some error messages in the Preparer Dashboard. We will continue to add French language updates to the Preparer Dashboard in future TaxFolder updates.
  • Improved the overall performance and responsiveness of the Preparer Dashboard.
  • Improved the positioning of signatures on forms and signature certificates.
  • Added filtering for unassigned engagements to the In Progress tab in the Preparer Dashboard.

Resolved Issues